Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,496 | $217,432+1.9% | $185,851+19.2% | $167,553+32.2% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.48% | 148.43%-136.9pp | 122.11%-110.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,680 | $5,874-71.4% | $5,168-67.5% | $4,840-65.3% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.5% | $6,343+105.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |